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Rockwell Automation
ROK

Overview Fund Activity

525 hedge funds and large institutions have $11B invested in Rockwell Automation in 2013 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 172 increasing their positions, 194 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+26
Holders Change %
+5.21%
% of All Funds
17.03%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
75
Increased
172
Reduced
194
Closed
44
Calls
$71M
Puts
$24M
Net Calls
+$47M
Net Calls Change
+$40.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$454M
2
Franklin Resources
Franklin Resources
California
$219M
3
Capital World Investors
Capital World Investors
California
$617M
4
TCM
TimesSquare Capital Management
New York
$46.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$47.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$62.6M
2
PHS
PFM Health Sciences
California
$0
3
LCS
Levin Capital Strategies
New York
$13.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
$9.63M
5
KeyBank National Association
KeyBank National Association
Ohio
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
126
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.9M -$1.83M -17,100 -13%
MI
127
Markston International
New York
$11.6M -$1.45M -13,550 -11%
Millennium Management
128
Millennium Management
New York
$11.4M -$4.2M -39,235 -27%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$11M -$851K -7,960 -7%
BCIM
130
British Columbia Investment Management
British Columbia, Canada
$10.9M -$5.23M -48,884 -32%
RIM
131
Rainier Investment Management
Washington
$10.8M +$10.8M +101,450 New
TG
132
TCW Group
California
$10.8M -$120K -1,120 -1%
Robeco Institutional Asset Management
133
Robeco Institutional Asset Management
Netherlands
$10.8M – – –
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$10.8M +$122K +1,145 +1%
EA
135
Euclid Advisors
Connecticut
$10.6M +$1.95M +18,263 +23%
CA
136
Commerzbank Aktiengesellschaft
Germany
$10.3M +$3.39M +31,700 +49%
SCA
137
SAC Capital Advisors
Connecticut
$10M +$5.75M +53,733 +134%
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$9.83M -$141K -1,319 -1%
Citigroup
139
Citigroup
New York
$9.74M +$807K +7,543 +9%
Allianz Asset Management
140
Allianz Asset Management
Germany
$9.63M -$52.1M -487,496 -84%
ACI
141
AMP Capital Investors
Australia
$9.52M +$893K +8,328 +10%
BLM
142
Bennett Lawrence Management
New York
$9.13M +$2.8M +26,145 +44%
GGI
143
Godsey & Gibb Inc
Virginia
$8.97M -$280K -2,620 -3%
Fidelity International
144
Fidelity International
Bermuda
$8.96M -$2.79M -26,100 -24%
GIA
145
Gateway Investment Advisers
Ohio
$8.9M +$63.5K +594 +0.7%
Retirement Systems of Alabama
146
Retirement Systems of Alabama
Alabama
$8.82M -$11.8K -110 -0.1%
BFO
147
Boston Family Office
Massachusetts
$8.77M -$6.42K -60 -0.1%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.73M +$839K +7,848 +11%
Korea Investment Corp
149
Korea Investment Corp
South Korea
$8.69M -$3.72M -34,800 -30%
LI
150
LMCG Investments
Massachusetts
$8.66M -$773K -7,227 -8%
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